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American Institutes for Research 1000 Thomas Jefferson Street, NW Washington, DC 20007 REPRESENTATION REGARDING SAMPLE SUBCONTRACT TERMS The Provider hereby accepts in principle the Sample Subcontract to be used in the event of an award. OR The Provider takes exception to certain terms in the Sample Subcontract. Provider will either provide tracked changes/comments within the document or outline exceptions with explanations below (as applicable). Signed: Name of Provider: By: Title: Date: Subcontract - American Institutes for Research Subcontract Template (Federal) Rev 3/6/2017 American Institutes for Research 1000 Thomas Jefferson Street, NW Washington, DC 20007 Subcontractor: Purchase Order Number: *This PO# must appear on all invoices Subcontract Number: Project Number: Subcontract Type: Prime Contract: Project Title: Ceiling Value: Funded Value: Period of Performance: This Subcontract Agreement (“Subcontract”) is between American Institutes for Research (hereinafter known as “AIR”), a not-for- profit organization incorporated in the State of Pennsylvania, and ____________________________________________ (hereinafter known as “Subcontractor”), incorporated in ____________________________________________. The effort to be performed by the Subcontractor under this Subcontract is funded under AIR’s Prime Contract issued by the ____________________________________________ (“______________________” or “Client”). Contractor and Subcontractor may also be jointly referred to as the “Parties” or individually as “Party.” Subcontractor agrees to deliver all items and perform all services in accordance with the following Subcontract Parts: X Part 1.0: Schedule X Part 4.0: FAR and Agency Supplementary Clauses X Part 2.0: Statement of Work/Budget/Payment X Part 5.0: Invoice Instructions Schedule X Part 3.0: Standard Terms and Conditions X Part 6.0: Attachments EACH PARTY ACKNOWLEDGES HAVING READ THIS ENTIRE SUBCONTRACT AND WITH THE FULL POWER AND AUTHORITY TO EXECUTE THIS SUBCONTRACT, AGREES TO PERFORM IN ACCORDANCE WITH THE TERMS AND CONDITIONS CONTAINED HEREIN. Subcontractor American Institutes for Research (AIR) Signature Signature Typed/Printed Name Typed/Printed Name Title Title Date Date Subcontract - American Institutes for Research Subcontract Template (Federal) Rev 3/6/2017 Contents PART 1.0: SCHEDULE ..................................................................................................................................... 2 1.1 Authorized Representatives ............................................................................................................ 2 1.2 Period of Performance..................................................................................................................... 2 1.3 Type Of Subcontract/Funding ......................................................................................................... 2 1.4 Limitation of Funds (Applicable to Incrementally Funded Subcontracts)Error! Bookmark not defined. PART 2.0: STATEMENT OF WORK/BUDGET/PAYMENT SCHEDULE .............................................................. 4 PART 3.0: STANDARD TERMS AND CONDITIONS.......................................................................................... 5 3.1 Performance ..................................................................................................................................... 5 3.2 Record Retention and Access .......................................................................................................... 5 3.3 Independent Contractor .................................................................................................................. 5 3.4 Invoice and Payment ....................................................................................................................... 5 3.5 Delays ............................................................................................................................................... 6 3.6 Significant Incidents ......................................................................................................................... 6 3.7 Privity of Contract ............................................................................................................................ 6 3.8 Assignment and Lower-Tier Subcontracting ................................................................................... 6 3.9 Inspection and Acceptance .............................................................................................................. 7 3.10 Travel ................................................................................................................................................ 7 3.11 Changes and Modifications ............................................................................................................. 7 3.12 Release of Information/Rights to Publish ....................................................................................... 7 3.13 Termination/Cancellation ............................................................................................................... 8 3.14 Indemnification ................................................................................................................................ 9 3.15 Insurance .......................................................................................................................................... 9 3.16 Intellectual Property ...................................................................................................................... 10 3.17 Privacy, Confidentiality and Data Security ................................................................................... 10 3.18 Governing Law ............................................................................................................................... 12 3.19 Disputes .......................................................................................................................................... 13 3.20 Taxes ............................................................................................................................................... 13 3.21 Government Property .................................................................................................................... 13 3.22 Final Payment/Close Out ............................................................................................................... 13 3.23 Compliance with Laws ................................................................................................................... 14 3.24 Validity and Waiver ....................................................................................................................... 14 3.25 Organizational Conflict of Interest ................................................................................................ 14 3.26 Excusable Delay-Force Majeure .................................................................................................... 15 3.27 Standards of Ethics and Business Conduct ................................................................................... 15 3.28 Non-solicitation of Employees or Clients ...................................................................................... 15 3.29 HIPAA ............................................................................................................................................. 15 3.30 Institutional Review Board (IRB) [Applicable if Subcontract involves the use of human subjects] ......................................................................................................................................... 15 3.31 Combating Trafficking in Persons .................................................................................................. 16 3.32 Additional Applicable U.S. Laws and Regulations ........................................................................ 16 3.33 Representations and Certifications ............................................................................................... 17 3.34 Precedence for Settling Conflicts Between Documents ............................................................... 17 3.35 Entire Agreement ........................................................................................................................... 17 PART 4.0: FAR AND AGENCY SUPPLEMENTARY CLAUSE ............................................................................ 19 PART 5.0: INVOICE INSTRUCTIONS ............................................................................................................. 20 PART 6.0: ATTACHMENTS ............................................................................................................................ 22 Subcontract Subcontract Template (Federal) Rev. 3/6/2017 PART 1.0: SCHEDULE 1.1 Authorized Representatives (a) Nilva da Silva, the AIR Contract Officer, is the only person with authority to act as agent of AIR under this Subcontract. Only the Contract Officer has authority to: (1) direct or negotiate any changes in the Statement of Work; (2) modify or extend the period of performance; (3) change the delivery schedule; (4) authorize reimbursement to the Subcontractor for any costs incurred during the performance of this contract; or (5) otherwise change any terms and conditions of this Subcontract. (b) All communications pertaining to contractual and/or administrative matters under the Subcontract shall be addressed to the following representative cited below. American Institutes for Research For Subcontractor Contract Administrator Attn: _______________________________ Attn: Denise Elbert Title: _______________________________ 1000 Thomas Jefferson Street, NW Address: _____________________________ Washington, DC 20007 Phone: __________ Phone: 202-403-6184 Email: __________ Email: jelbert@air.org (c) _______________________________________, the designated AIR Project Director, is responsible for: (1) monitoring the Subcontractor's technical progress, including the surveillance and assessment of performance and recommending to the AIR Contract Officer changes in requirements; (2) interpreting the statement of work and any other technical performance requirements; (3) performing technical evaluation as required; (4) performing technical inspections and acceptances required by this Subcontract; and (5) assisting in the resolution of technical problems encountered during performance. (d) _______________________________________, the designated Subcontractor’s Key Personnel, is considered essential to the work being performed under this Subcontract. Prior to changing the named personnel, Subcontractor shall notify AIR and shall submit comprehensive justification for the change or replacement request (including proposed substitutions for key personnel) to permit evaluation by AIR of the impact on performance under this Subcontract. Subcontractor shall not change or otherwise replace any key personnel without the written consent of AIR. The Subcontract will be modified to add or delete Key Personnel as necessary to reflect the agreement of the Parties. 1.2 Period of Performance The period of performance of this Subcontract shall be from ___________________ through ___________________ (“Term”), unless modified or terminated earlier as provided herein. AIR may extend the Term of this Subcontract by written notice to the Subcontractor. 1.3 Type Of Subcontract/Funding (a) Cost Reimbursable (1) This is a Cost Reimbursable/Cost Plus Fixed Fee Subcontract for $_____________, for the satisfactory completion of the work requirements found in Part 2.0: Statement of Work/Budget (“Work”). The estimated cost is $_____________, and the fixed fee is $_____________. Subcontract Subcontract Template (Federal) Rev. 3/6/2017
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